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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

920 hedge funds and large institutions have $25.5B invested in Schwab US Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 333 increasing their positions, 357 reducing their positions, and 43 closing their positions.

Holders
920
Holders Change
+45
Holders Change %
+5.14%
% of All Funds
12.25%
Holding in Top 10
79
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.72%
% of All Funds
1.05%
New
104
Increased
333
Reduced
357
Closed
43
Calls
$410K
Puts
$30K
Net Calls
+$380K
Net Calls Change
+$23K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.9B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$210M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$46.2M
4
CAG
4
Compass Advisory Group
New York
$17M
5
MCM
5
MAI Capital Management
Ohio
$18.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.65B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$207M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.4M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$18.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
101
Bush Investment Group
Georgia
$10.7M +$21.9K +792 +0.2%
TCM
102
Towercrest Capital Management
Pennsylvania
$10.4M -$89.2K -3,220 -0.8%
AWMG
103
Alliance Wealth Management Group
New Jersey
$10.4M -$82.3K -2,971 -0.8%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$10.4M +$207K +7,461 +2%
WTC
105
WhitTier Trust Company
Nevada
$10.3M -$3.57K -129 -0%
PFM
106
Peak Financial Management
Massachusetts
$10.2M -$88.3K -3,185 -0.9%
CA
107
Clearstead Advisors
Ohio
$10.1M -$689K -24,880 -6%
FCM
108
Fortis Capital Management
Washington
$10.1M +$511K +18,431 +5%
LPAM
109
Lodestar Private Asset Management
California
$10.1M +$593K +21,394 +6%
NSAM
110
North Star Asset Management
Wisconsin
$10.1M -$80.2K -2,894 -0.8%
CKAIS
111
Christensen King & Associates Investment Services
Washington
$10M +$114K +4,073 +1%
TPW
112
Tiller Private Wealth
Pennsylvania
$9.97M +$157K +5,649 +2%
NFG
113
Nadler Financial Group
Illinois
$9.97M +$271K +9,778 +3%
SFWC
114
Strategic Family Wealth Counselors
New Jersey
$9.7M +$285K +10,300 +3%
Osaic Holdings
115
Osaic Holdings
Arizona
$9.55M -$1.32M -47,777 -12%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$9.45M +$140K +5,046 +2%
LCC
117
Lincoln Capital Corp
Rhode Island
$9.43M -$83.5K -3,012 -0.9%
SWA
118
Sightline Wealth Advisors
Connecticut
$9.41M -$53.8K -1,942 -0.6%
AWM
119
Avior Wealth Management
Nebraska
$9.28M +$101K +3,628 +1%
HWM
120
HB Wealth Management
Georgia
$9.22M +$19.2K +692 +0.2%
BSAM
121
Blue Square Asset Management
New York
$9.18M +$198K +7,143 +2%
PTCG
122
Pring Turner Capital Group
California
$9.14M -$580K -20,947 -6%
LF
123
Lee Financial
Texas
$9.13M -$84.5K -3,050 -0.9%
SF
124
Schaeffer Financial
Maryland
$8.94M +$137K +4,929 +2%
CCFM
125
Clear Creek Financial Management
Washington
$8.93M +$38.9K +1,403 +0.4%
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5
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